Our success is built on working with trusted, like-minded partners. It’s through these partnerships that Petersen Group delivers long term investment returns.

 
 

A B O U T U S

The Petersen Group was established by Arvid Petersen in 2003 to manage the family’s investments.

Since inception, the Group has grown a portfolio which today focuses on managed funds, property, private equity & philanthropic activities through its charitable foundation. However, unlike other investment companies, we’re different - investing is personal.

We invest on behalf of the Petersen family with a genuinely long-term investment horizon to deliver compounding returns. These returns are ultimately used to support family members with their education, and pursuit of entrepreneurial and other career interests. This is achieved through a strong and diversified investment strategy, and partnerships founded on long-term relationships, trust and professionalism.

We’re also committed to giving back and supporting the disadvantaged, sick children and more vulnerable communities through our family foundation

 
 

O U R A P P R O A C H

Our corporate structure and tightly-held shareholder base is genuinely aligned with a long-term investment strategy. 

We are focused on compounding returns generated by backing strong companies, experienced management teams and investment professionals. 

The nature of our mandate reflects our style. We invest both directly and in partnership with high-quality, like-minded individuals who are passionate about their ideas and have committed capital at stake. We bring proven business and financial acumen to our investments, as well as strong governance. While these skills serve us well to assess opportunities, understanding the people driving the investment remains fundamental to our approach.

 

 O U R T E A M

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Arvid Petersen

Chairman

Arvid Petersen founded Petersen Group in 2003 to create intergenerational wealth and to support select charities through the Petersen Family Foundation. Arvid’s career started with Pepsi Cola in Canada. After immigrating to Australia with Pepsi, he partnered with a private equity firm in 1995 to acquire his first business in the education industry, Study Group Australia. This was ultimately sold in 2003. 

In 2006 Arvid Petersen, partnering with CHAMP private equity, acquired the global operations of Study Group. Arvid ultimately exited Study Group in 2019 following the purchase by Ardian Private Equity.

Arvid Petersen remains active in the education sector, as a major shareholder of Scentia Education Group.

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Brody Petersen

Director
Owner, President, Manager (OPM), Harvard Business School

Brody Petersen joined Petersen Group in 2006 and led the Group’s direct investment in hospitality. Having grown the business from a single venue in Bondi to a multi-venue operation across Sydney, including the local’s favourite Riley St Garage, Parlour Group successfully operated between 2009 and 2022. Throughout that period, Brody was actively involved in each venue, reflecting his effervescent personality and love of hospitality. Today, he is responsible for leading the Group’s property division which focuses on largely commercial developments. With direct property development expertise in both residential and commercial properties, Brody is responsible for forming new business partnerships and assessing opportunities

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Jacob Treder

CFO
Masters of Applied Finance (Macquarie University), Bachelor of Commerce and Administration (Victoria University, New Zealand), Bachelor of Laws (Victoria University, New Zealand), Member of the Chartered Accountants Australia and New Zealand

Jacob Treder is a finance professional with 20 years’ experience working in corporate finance and funds management. Jacob joined Petersen Group in 2016 and is responsible for managing the Group’s investment portfolio while also overseeing the Group’s finance and treasury activities. 

Prior to Petersen Group, Jacob held an executive role at Heathley Asset Management leading the financial and treasury functions. Jacob started his career at Ernst & Young Tax before moving into corporate finance in both transactional and operational environments, including three years as Investment Manager at Pencarrow Private Equity (Wellington, New Zealand).

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Dee Jones

Financial Controller
MBA (Macquarie Graduate School of Management), Bachelor of Business (UTS) and Certified Practising Accountant (CPA)

Dee joined Petersen Group in 2018 and is responsible for managing the group’s finance activities. Dee has 20 years’ experience in the financial services industry predominantly in investment banking. Prior to Petersen Group, she was Finance Manager at FinClear and previously, Financial Controller at ABN AMRO/BZW Australia.

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Morgan Stevenson

Director, Petersen Family Foundation

Morgan as an executive director of the Petersen Family Foundation is responsible for forging and maintaining relationships with charitable foundations. Since inception the Foundation has donated significant monies across a variety of charities, with commitments into the future.

Lee Petersen

Director, The Social Group

Based in Canberra, Lee successfully owns and operates two hospitality venues in Kingston, namely the Caribou & Kodiak Bar. In addition, Lee oversees the Group’s investments in Canberra, ACT.